Equity Mates Investing Podcast Albo's 1.7% yield, Michael Burry's big China bets & the best entrepreneur you've never heard of
18 snips
Feb 9, 2025 Markets are buzzing with activity, and there's plenty to digest. The hosts dissect the US market's endurance amid political turbulence and tech advancements. Michael Burry's intriguing bets on Chinese tech companies come under the spotlight. They also unveil a lesser-known entrepreneur behind QXO, emphasizing his impressive business history. With insights into peak performers and strategic investment moves, listeners are encouraged to focus on long-term opportunities rather than short-term noise.
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Market Resilience
- Despite major political and global events, the S&P 500 remained relatively stable, demonstrating market resilience.
- Focus on the long-term opportunities in investing and avoid overreacting to short-term news.
Tech Market Resilience
- Despite DeepSeek's release and NVIDIA's losses, the Fang Plus ETF, tracking major tech companies, still performed positively.
- This underscores the importance of long-term focus over short-term market reactions.
Albanese's Rental Income
- Headlines exaggerated Prime Minister Anthony Albanese's rental income, highlighting media sensationalism.
- His 1.7% rental yield suggests alternative investment strategies could have been more beneficial.